Essex Financial Services, Inc. historic quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 23 quarters from 2013-06-30 to 2026-06-30, Essex Financial Services, Inc. opened 46 positions, added to 87, reduced 113 and sold out of 44.
- Q2 2026: Stock ASML; Country of operation —; Class N Y REGISTRY SHS; Shares before 3,579.
- Q2 2026: Stock SBSW; Country of operation —; Class SPONSORED ADR; Shares before 61,034.
- Q2 2026: Stock UL; Country of operation —; Class SPON ADR NEW; Shares before 14,217.
- Q2 2026: Stock SHEL; Country of operation —; Class SPON ADS; Shares before 5,236.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1315785), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-25); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-29); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-24); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-10); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-28); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-05); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-06); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-28); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-07); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-07); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-31); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-29); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-08); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-12); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2004-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | ASML
ASML HLDG NV | | N Y REGISTRY SHS | 3,579 | 3,732 | +153 | $4,727,637 | $7,424,451 | +$2,696,814 | 2026-08-10 |
|---|
| Q2 2026 | SBSW
SIBANYE STILLWATER LTD | | SPONSORED ADR | 61,034 | 61,251 | +217 | $751,939 | $520,021 | -$231,918 | 2026-08-10 |
|---|
| Q2 2026 | UL
UNILEVER PLC | | SPON ADR NEW | 14,217 | 14,779 | +562 | $809,942 | $888,488 | +$78,546 | 2026-08-10 |
|---|
| Q2 2026 | SHEL
SHELL PLC | | SPON ADS | 5,236 | 5,671 | +435 | $486,993 | $439,734 | -$47,259 | 2026-08-10 |
|---|
| Q2 2026 | GSK
GSK PLC | | SPONSORED ADR | 7,103 | 7,696 | +593 | $392,008 | $403,404 | +$11,396 | 2026-08-10 |
|---|
| Q2 2026 | NGG
NATIONAL GRID PLC | | SPONSORED ADR NE | 2,561 | 2,605 | +44 | $216,646 | $215,862 | -$784 | 2026-08-10 |
|---|
| Q1 2026 | TSM
TAIWAN SEMICONDUCTOR MANUFAC | | SPONSORED ADS | 8,101 | 8,912 | +811 | $2,461,663 | $3,011,770 | +$550,107 | 2026-04-24 |
|---|
| Q1 2026 | NVS
NOVARTIS AG | | SPONSORED ADR | 8,921 | 9,073 | +152 | $1,229,971 | $1,385,884 | +$155,913 | 2026-04-24 |
|---|
| Q1 2026 | GSK
GSK PLC | | SPONSORED ADR | 6,030 | 7,103 | +1,073 | $295,704 | $392,008 | +$96,304 | 2026-04-24 |
|---|
| Q4 2025 | TSM
TAIWAN SEMICONDUCTOR MFG LTD | | SPONSORED ADS | 7,979 | 8,101 | +122 | $2,228,473 | $2,461,663 | +$233,190 | 2026-02-10 |
|---|
| Q4 2025 | RIO
RIO TINTO PLC | | SPONSORED ADR | 8,432 | 9,509 | +1,077 | $556,588 | $760,995 | +$204,407 | 2026-02-10 |
|---|
| Q4 2025 | NVS
NOVARTIS AG | | SPONSORED ADR | 8,918 | 8,921 | +3 | $1,143,675 | $1,229,971 | +$86,296 | 2026-02-10 |
|---|
| Q4 2025 | GSK
GSK PLC | | SPONSORED ADR | 5,121 | 6,030 | +909 | $221,007 | $295,704 | +$74,697 | 2026-02-10 |
|---|
| Q4 2025 | SNY
SANOFI SA | | SPONSORED ADR | 4,318 | 5,291 | +973 | $203,810 | $256,402 | +$52,592 | 2026-02-10 |
|---|
| Q4 2025 | SHEL
SHELL PLC | | SPON ADS | 4,783 | 5,273 | +490 | $342,110 | $387,456 | +$45,346 | 2026-02-10 |
|---|
| Q4 2025 | AMX
AMERICA MOVIL SAB DE CV | | SPON ADS RP CL B | 53,285 | 53,340 | +55 | $1,118,985 | $1,102,534 | -$16,451 | 2026-02-10 |
|---|
| Q3 2025 | ASML
ASML HOLDING N V | | N Y REGISTRY SHS | 3,276 | 3,669 | +393 | $2,625,370 | $3,552,036 | +$926,666 | 2025-11-07 |
|---|
| Q3 2025 | SBSW
SIBANYE STILLWATER LTD | | SPONSORED ADR | 60,699 | 61,034 | +335 | $438,247 | $686,022 | +$247,775 | 2025-11-07 |
|---|
| Q3 2025 | NVS
NOVARTIS AG | | SPONSORED ADR | 7,581 | 8,918 | +1,337 | $917,406 | $1,143,675 | +$226,269 | 2025-11-07 |
|---|
| Q3 2025 | AMX
AMERICA MOVIL SAB DE CV | | SPON ADS RP CL B | 52,494 | 53,285 | +791 | $941,736 | $1,118,985 | +$177,249 | 2025-11-07 |
|---|
| Q3 2025 | RIO
RIO TINTO PLC | | SPONSORED ADR | 8,317 | 8,432 | +115 | $485,159 | $556,588 | +$71,429 | 2025-11-07 |
|---|
| Q3 2025 | BHP
BHP GROUP LTD | | SPONSORED ADS | 5,688 | 5,753 | +65 | $273,531 | $320,702 | +$47,171 | 2025-11-07 |
|---|
| Q3 2025 | SHEL
SHELL PLC | | SPON ADS | 4,614 | 4,783 | +169 | $324,902 | $342,110 | +$17,208 | 2025-11-07 |
|---|
| Q2 2025 | ARM
ARM HOLDINGS PLC | | SPONSORED ADS | 3,275 | 3,333 | +58 | $349,737 | $539,079 | +$189,342 | 2025-07-16 |
|---|
| Q2 2025 | NVS
NOVARTIS AG | | SPONSORED ADR | 7,208 | 7,581 | +373 | $803,544 | $917,406 | +$113,862 | 2025-07-16 |
|---|
| Q2 2025 | ULXXXX
UNILEVER PLC | | SPON ADR NEW | 16,246 | 16,738 | +492 | $967,445 | $1,023,887 | +$56,442 | 2025-07-16 |
|---|
| Q2 2025 | DEO
DIAGEO PLC | | SPON ADR NEW | 4,257 | 4,300 | +43 | $446,107 | $433,614 | -$12,493 | 2025-07-16 |
|---|
| Q2 2025 | RIO
RIO TINTO PLC | | SPONSORED ADR | 8,191 | 8,317 | +126 | $492,121 | $485,159 | -$6,962 | 2025-07-16 |
|---|
| Q2 2025 | NVO
NOVO-NORDISK A S | | ADR | 7,945 | 8,052 | +107 | $551,685 | $555,729 | +$4,044 | 2025-07-16 |
|---|
| Q2 2025 | BHP
BHP GROUP LTD | | SPONSORED ADS | 5,638 | 5,688 | +50 | $273,664 | $273,531 | -$133 | 2025-07-16 |
|---|
| Q1 2025 | SHEL
SHELL PLC | | SPON ADS | 4,907 | 7,106 | +2,199 | $307,438 | $520,713 | +$213,275 | 2025-04-25 |
|---|
| Q1 2025 | NVS
NOVARTIS AG | | SPONSORED ADR | 7,037 | 7,208 | +171 | $684,767 | $803,544 | +$118,777 | 2025-04-25 |
|---|
| Q1 2025 | ULXXXX
UNILEVER PLC | | SPON ADR NEW | 16,078 | 16,246 | +168 | $911,619 | $967,445 | +$55,826 | 2025-04-25 |
|---|
| Q1 2025 | ASML
ASML HOLDING N V | | N Y REGISTRY SHS | 3,245 | 3,431 | +186 | $2,249,315 | $2,273,735 | +$24,420 | 2025-04-25 |
|---|
| Q4 2024 | ASML
ASML HOLDING N V | | N Y REGISTRY SHS | 2,465 | 3,245 | +780 | $1,777,201 | $2,249,315 | +$472,114 | 2025-01-29 |
|---|
| Q4 2024 | NVS
NOVARTIS AG | | SPONSORED ADR | 7,020 | 7,037 | +17 | $802,523 | $684,767 | -$117,756 | 2025-01-29 |
|---|
| Q4 2024 | GSK
GSK PLC | | SPONSORED ADR | 5,591 | 6,599 | +1,008 | $212,480 | $223,184 | +$10,704 | 2025-01-29 |
|---|
| Q4 2024 | TSM
TAIWAN SEMICONDUCTOR MFG LTD | | SPONSORED ADS | 9,611 | 9,688 | +77 | $1,907,511 | $1,913,357 | +$5,846 | 2025-01-29 |
|---|
| Q4 2024 | BHP
BHP GROUP LTD | | SPONSORED ADS | 5,648 | 6,498 | +850 | $319,930 | $317,321 | -$2,609 | 2025-01-29 |
|---|
| Q3 2024 | DEO
DIAGEO PLC | | SPON ADR NEW | 4,488 | 4,502 | +14 | $551,330 | $615,946 | +$64,616 | 2024-10-24 |
|---|
| Q3 2024 | RIO
RIO TINTO PLC | | SPONSORED ADR | 9,266 | 9,883 | +617 | $583,048 | $647,115 | +$64,067 | 2024-10-24 |
|---|
| Q3 2024 | BHP
BHP GROUP LTD | | SPONSORED ADS | 5,573 | 5,648 | +75 | $296,204 | $319,930 | +$23,726 | 2024-10-24 |
|---|
| Q3 2024 | ASML
ASML HOLDING N V | | N Y REGISTRY SHS | 2,003 | 2,465 | +462 | $1,755,589 | $1,777,201 | +$21,612 | 2024-10-24 |
|---|
| Q2 2024 | NVO
NOVO-NORDISK A S | | ADR | 12,707 | 15,117 | +2,410 | $1,631,543 | $1,937,512 | +$305,969 | 2024-08-09 |
|---|
| Q1 2024 | NVO
NOVO-NORDISK A/S ADR ADR CMN | | ADR | 8,269 | 12,707 | +4,438 | $855,514 | $1,631,543 | +$776,029 | 2024-04-24 |
|---|
| Q1 2024 | ASML
ASML HOLDING N V N Y REGISTRY SHS | | ADR | 1,796 | 1,810 | +14 | $1,360,038 | $1,756,875 | +$396,837 | 2024-04-24 |
|---|
| Q1 2024 | DEO
DIAGEO PLC | | ADR | 3,456 | 3,648 | +192 | $503,444 | $542,647 | +$39,203 | 2024-04-24 |
|---|
| Q1 2024 | PBR
PETROLEO BRASILEIRO SA PETROBRAS | | ADR | 23,820 | 26,496 | +2,676 | $380,405 | $403,007 | +$22,602 | 2024-04-24 |
|---|
| Q1 2024 | HLN
HALEON PLC SPON ADS | | ADR | 12,561 | 14,288 | +1,727 | $103,380 | $121,308 | +$17,928 | 2024-04-24 |
|---|
| Q3 2016 | NVO
NOVO NORDISK A.S. | | ADR | 7,630 | 7,705 | +75 | $410,000 | $320,000 | -$90,000 | 2016-11-10 |
|---|
| Q3 2016 | DEO
DIAGEO PLC | | ADR | 4,131 | 4,164 | +33 | $466,000 | $483,000 | +$17,000 | 2016-11-10 |
|---|
| Q3 2016 | ULXXXX
UNILEVER PLC | | ADR | 10,950 | 10,954 | +4 | $525,000 | $519,000 | -$6,000 | 2016-11-10 |
|---|
| Q2 2016 | ULXXXX
UNILEVER PLC | | ADR | 10,036 | 10,950 | +914 | $453,000 | $525,000 | +$72,000 | 2016-07-28 |
|---|
| Q2 2016 | BUD
ANHEUSER BUSCH INBEVSA NV | | ADR | 3,259 | 3,263 | +4 | $406,000 | $430,000 | +$24,000 | 2016-07-28 |
|---|
| Q1 2016 | BP
BP PLC | | ADR | 10,098 | 10,159 | +61 | $316,000 | $307,000 | -$9,000 | 2016-05-11 |
|---|
| Q4 2015 | ULXXXX
UNILEVER PLC | | ADR | 11,962 | 12,432 | +470 | $488,000 | $536,000 | +$48,000 | 2016-02-05 |
|---|
| Q4 2015 | DEO
DIAGEO PLC | | ADR | 4,303 | 4,680 | +377 | $464,000 | $510,000 | +$46,000 | 2016-02-05 |
|---|
| Q4 2015 | BP
BP PLC | | ADR | 10,088 | 10,098 | +10 | $308,000 | $316,000 | +$8,000 | 2016-02-05 |
|---|
| Q3 2015 | NVS
NOVARTIS AG | | ADR | 14,150 | 14,179 | +29 | $1,392,000 | $1,303,000 | -$89,000 | 2015-10-06 |
|---|
| Q3 2015 | DEO
DIAGEO PLC | | ADR | 3,478 | 4,303 | +825 | $404,000 | $464,000 | +$60,000 | 2015-10-06 |
|---|
| Q3 2015 | BUD
ANHEUSER BUSCH INBEVSA NV | | ADR | 3,410 | 3,737 | +327 | $411,000 | $397,000 | -$14,000 | 2015-10-06 |
|---|
| Q3 2015 | NVO
NOVO NORDISK A.S. | | ADR | 12,100 | 12,280 | +180 | $663,000 | $666,000 | +$3,000 | 2015-10-06 |
|---|
| Q3 2015 | ULXXXX
UNILEVER PLC | | ADR | 11,427 | 11,962 | +535 | $491,000 | $488,000 | -$3,000 | 2015-10-06 |
|---|
| Q2 2015 | DEO
DIAGEO PLC | | ADR | 2,578 | 3,478 | +900 | $285,000 | $404,000 | +$119,000 | 2015-07-28 |
|---|
| Q2 2015 | BUD
ANHEUSER BUSCH INBEVSA NV | | ADR | 3,406 | 3,410 | +4 | $415,000 | $411,000 | -$4,000 | 2015-07-28 |
|---|
| Q1 2015 | SNY
SANOFI | | ADR | 11,010 | 17,985 | +6,975 | $502,000 | $889,000 | +$387,000 | 2015-05-07 |
|---|
| Q1 2015 | NVS
NOVARTIS AG | | ADR | 14,445 | 14,685 | +240 | $1,338,000 | $1,448,000 | +$110,000 | 2015-05-07 |
|---|
| Q1 2015 | BUD
ANHEUSER BUSCH INBEVSA NV | | ADR | 3,085 | 3,406 | +321 | $347,000 | $415,000 | +$68,000 | 2015-05-07 |
|---|
| Q1 2015 | TM
TOYOTA MTR CO | | ADR | 2,590 | 2,650 | +60 | $325,000 | $371,000 | +$46,000 | 2015-05-07 |
|---|
| Q1 2015 | ULXXXX
UNILEVER PLC | | ADR | 13,060 | 13,359 | +299 | $529,000 | $557,000 | +$28,000 | 2015-05-07 |
|---|
| Q4 2014 | TSM
TAIWAN SEMICONDUCTORMFG CO | | ADR | 11,582 | 27,983 | +16,401 | $234,000 | $626,000 | +$392,000 | 2015-01-07 |
|---|
| Q4 2014 | ULXXXX
UNILEVER PLC | | ADR | 10,780 | 13,060 | +2,280 | $452,000 | $529,000 | +$77,000 | 2015-01-07 |
|---|
| Q4 2014 | BP
BP PLC | | ADR | 10,414 | 11,273 | +859 | $458,000 | $430,000 | -$28,000 | 2015-01-07 |
|---|
| Q4 2014 | DEO
DIAGEO PLC | | ADR | 2,503 | 2,618 | +115 | $289,000 | $299,000 | +$10,000 | 2015-01-07 |
|---|
| Q3 2014 | NVO
NOVO NORDISK A.S. | | ADR | 10,900 | 12,100 | +1,200 | $503,000 | $576,000 | +$73,000 | 2014-10-31 |
|---|
| Q3 2014 | BUD
ANHEUSER BUSCH INBEVSA NV | | ADR | 3,035 | 3,085 | +50 | $349,000 | $342,000 | -$7,000 | 2014-10-31 |
|---|
| Q2 2014 | ULXXXX
UNILEVER PLC | | ADR | 8,694 | 10,901 | +2,207 | $372,000 | $494,000 | +$122,000 | 2014-07-29 |
|---|
| Q2 2014 | BP
BP PLC | | ADR | 10,139 | 10,539 | +400 | $488,000 | $556,000 | +$68,000 | 2014-07-29 |
|---|
| Q2 2014 | SNY
SANOFI | | ADR | 12,845 | 13,304 | +459 | $672,000 | $707,000 | +$35,000 | 2014-07-29 |
|---|
| Q2 2014 | NVO
NOVO NORDISK A.S. | | ADR | 10,400 | 10,900 | +500 | $475,000 | $503,000 | +$28,000 | 2014-07-29 |
|---|
| Q1 2014 | NVO
NOVO NORDISK A.S. | | ADR | 1,680 | 10,400 | +8,720 | $310,000 | $475,000 | +$165,000 | 2014-05-08 |
|---|
| Q1 2014 | SNY
SANOFI | | ADR | 10,475 | 12,845 | +2,370 | $562,000 | $672,000 | +$110,000 | 2014-05-08 |
|---|
| Q1 2014 | NVS
NOVARTIS AG | | ADR | 14,291 | 14,661 | +370 | $1,149,000 | $1,246,000 | +$97,000 | 2014-05-08 |
|---|
| Q1 2014 | BUD
ANHEUSER BUSCH INBEVSA NV | | ADR | 2,333 | 3,083 | +750 | $248,000 | $325,000 | +$77,000 | 2014-05-08 |
|---|
| Q1 2014 | ULXXXX
UNILEVER PLC | | ADR | 7,292 | 8,694 | +1,402 | $300,000 | $372,000 | +$72,000 | 2014-05-08 |
|---|
| Q4 2013 | ULXXXX
UNILEVER PLC | | ADR | 6,651 | 7,292 | +641 | $257,000 | $300,000 | +$43,000 | 2014-02-12 |
|---|
| Q4 2013 | BUD
ANHEUSER BUSCH INBEVSA NV | | ADR | 2,203 | 2,333 | +130 | $219,000 | $248,000 | +$29,000 | 2014-02-12 |
|---|